Peter Elstrom

speaker

634 appearances 21 recordings 1 series first heard Nov 2025 last heard 10 Sep

Peter Elstrom’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 5.

Appearances

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Bloomberg Tech · Anthropic's Revenue Jump, The Wealthy Bet on SpaceX · 17 Aug 2026 podcast

And now what you're seeing is this chips company, CXMT, which is not that well known outside of the country, went public and it's already surged beyond all of those companies. voice-verified

So it's market cap is voice-verified

has gone up to about $613 billion as of today's close. voice-verified

That's $100 billion more than Tencent, the number two there in the market. voice-verified

And as you say, it really signals a changing in the guard. voice-verified

We've had these software companies, services companies like Tencent, voice-verified

as the leaders really in the tech industry for many years. voice-verified

And now you're seeing this momentum coming from the hardware side. voice-verified

CXMT, of course, has been one of the companies talked about by Apple in particular. voice-verified

Apple, with this memory crunch that we've seen out there, wants to be able to buy chips not just from Samsung and SK Hynix and Micron, but also from CXMT. voice-verified

The company has got very strong demand for its memory chips. voice-verified

It's a bit behind those leaders, but it is gaining momentum voice-verified

It's making a lot of money right now because the prices are so high, and we're seeing further developments in the hardware space too. voice-verified

Yeah, as you say, it is multifaceted. voice-verified

So CXMT is the domestic leader in memory chips. voice-verified

SMIC is the leader in logic chips at this point. voice-verified

It operates much like a foundry like TSMC. voice-verified

It has made some progress, but because they can't buy the latest machinery from ASML, for example, they're not able to make chips quite as sophisticated as what we've seen out of TSMC in particular. voice-verified

And it's important to look at some of the other aspects too. voice-verified

This week, we're going to have the IPO of Unitree Robotics, which is the leader in the robotics space. voice-verified

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